Julius Baer International Limited has appointed a number of new Relationship Managers, Wealth planners and other support staff as part of its UK and Ireland regional expansion plans.
These experienced staff will provide local access to Julius Baer’s pure wealth management approach to a broad group of HNW and UHNW individuals.
Julius Baer will be opening new premises in Leeds and Manchester this year and in Scotland, early next year. The team covering the North East will be based in the Platform building located in the centre of Leeds; for the North West, office space has been confirmed at Booths Park in Knutsford, Manchester. The office location in Scotland is to be confirmed but will provide Julius Baer with a gateway to Scotland and Northern Ireland.
David Durlacher, Chief Executive of Julius Baer International Limited, says: “We are pleased to welcome such a strong cohort of experienced individuals to Julius Baer. Their expertise will give clients outside London local access to our superior wealth management offering and provides us with wide coverage across the UK and Ireland. We are on track to open our new offices over the coming months and look forward to welcoming additional, experienced team members in due course.”
Martin Cuthbert joins as a Team Head and will be responsible for the team covering the North East. Martin joins from Barclays Wealth, where as Regional Director he established the Barclays Wealth North East franchise.
Gordon Scott joins as head of the teams covering the North West, Scotland and Northern Ireland and will be based in our office in Scotland. He joins from Barclays where he was Regional Head, before that he held a similar role at Kleinwort Benson.
James Bailey, the senior relationship manager in our Manchester office, joins from Barclays Wealth where he was responsible for key clients across the North West, specialising in Ultra High Net Worth individuals.
Glenn Branney joins as Regional Head of Wealth Planning, reporting to our UK and Ireland Head of Wealth Planning, Alan Hooks. Glenn is an accomplished Chartered Financial Planner with over 17 years’ advisory experience, most recently at Barclays Wealth.
Jonathan Dobbin has extensive experience building up a franchise in Northern Ireland and joins us as a senior relationship manager from Barclays Wealth where he built up extensive experience looking after Key Clients specializing in High Net Worth Individuals.
Mark Embley has over 25 years’ experience, with the last ten years advising key clients and family offices on their wealth requirements at Barclays Wealth. Mark has joined us as a relationship manager covering the Midlands region.
Charlie Hague, a relationship manager, has 17 years’ experience advising High Net Worth families from Yorkshire and London on behalf of Barclays and Kleinwort Benson.
Andrew Miller joins as a senior relationship manager bringing over 25 years of experience from Barclays Wealth. Andrew will be covering the North East region with a particular focus on Newcastle and the surrounding area.
Simon Patterson is part of our North East team and is responsible for covering Newcastle and the surrounding area. Simon joins from Barclays Wealth where he was responsible for advising families, trusts and charities in the region.
Two of Julius Baer’s existing Relationship Managers based in London, Jonathan Holland and Robert Websdale, will be relocating to Manchester to better support their clients from the firm’s new local office.